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306 S. Washington Ave. Suite 216, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
306 S. Washington Ave. Suite 216, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel Investment Group, Inc. | Royal Oak | MI | 08/2025 | Present |
| Wayne State University | Detroit | MI | 08/2024 | 05/2025 |
| Davidson College | Davidson | NC | 08/2022 | 05/2024 |
| Mid Michigan College | Mt. Pleasant | MI | 08/2020 | 05/2022 |
| Grosse Pointe South | Grosse Pointe Farms | MI | 09/2016 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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